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Customer Self-Service Portals for Policy Administration

Web-based interfaces that allow policyholders to view policy information, make payments, request changes, and access documents without contacting customer service.
Other Policy Administration

EIS Suite - PolicyCore
By: EIS
https://www.eisgroup.com/products/policycore/
A policy administration system with integrated automated underwriting capabilities, featuring rules-based decisioning, third-party data integration, risk scoring models, personalized pricing, and detailed underwriting analytics.

OneShield Market Solutions Portal
By: OneShield Software
https://www.oneshield.com/solutions/oneshield-market-solutions/
A configurable customer portal that integrates with OneShield Policy to provide policyholders with self-service capabilities including policy information access, document management, premium payments, and communications.

Origami Risk Policy Administration Portal
By: Origami Risk
https://www.origamirisk.com/solutions/policy-administration
A configurable policyholder portal that provides self-service capabilities including policy viewing, document access, premium payment processing, endorsement requests, and communication tools. Features mobile accessibility and integration with core policy systems.

Applied CSR24
By: Applied Systems
https://www.appliedsystems.com/solutions/customer-self-service/csr24
A cloud-based customer self-service software that enables policyholders to access insurance information, documents, and processing services 24/7. Features include policy view, certificate issuance, bill pay, and claims submission.

Vertafore Client Portal
By: Vertafore
https://www.vertafore.com/products/client-portal
A customer self-service solution that enables policyholders to access policy documents, ID cards, certificates of insurance, make payments, and communicate with their insurers through a secure, branded portal.

NetSuite Insurance Management
By: NetSuite
https://www.netsuite.com/portal/industry/insurance.shtml
Supports customer self-service features, enabling policyholders to manage their details, access documents, and track claims through a secure online interface.

Baker Tilly Insurance Client Portal
By: Baker Tilly
https://www.bakertilly.com/industries/insurance
A secure self-service portal that enables clients to access insurance policies, track claims, and communicate with their advisory teams efficiently.